Carol Schuler is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Key Investment Services and its affiliated entities since 2009, including roles at KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and supervisory oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Jason Goldsmith is a Certified Financial Planner® with 11 years of industry experience. He currently works at The Huntington Investment Company and has held prior roles at Ameriprise Financial Services, Wells Fargo Advisors, Union Bank, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and corporations. The firm employs an open-architecture investment model combining third-party and proprietary strategies, with a range of wrap-fee programs offered on the Envestnet platform.

Kevin Seimet is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 credentials and bringing 34 years of industry experience. He has worked with Nationwide Investment Services Corporation and Nationwide Insurance Company since 1991. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages substantial assets under its primary discretionary offering and employs independent experts to develop model portfolios within a scale-oriented, recordkeeper-driven framework.

Dale Van Valkenburg is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with VOYA Financial Advisors and VOYA Financial since 2014. Outside of his advisory role, he operates as an independent insurance agent. VOYA Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on non-discretionary recommendations and multiple program structures.

Devon Henry is a CFP® and Series 65-registered advisor with Mariner in Columbus, OH. He has seven years of experience in the financial industry, including roles at Fifth Third Bank and First Commonwealth Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, with an emphasis on discretionary, customized portfolios supported by a robust investment team and integrated tax and accounting capabilities.

Matthew Roberson is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Nationwide Investment Services Corp since 2018, following four years at Nationwide Securities, LLC. Outside of his advisory role, he serves as an independent contractor for Ring Limited. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.

Hannah Mc Kinley is a financial advisor with Empower Advisory Group in Columbus, OH, holding Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions at J.P. Morgan Chase & Company and Tampa Financial Group. Outside of her advisory work, she serves as Assistant Treasurer for the nonprofit Church of the Living God International Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates financial planning with its recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

James Beck is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 65 and Series 63 licenses and 25 years of industry experience. He has been with Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he is the owner of Antigua Way Partners, LLC, a business based in Naples, Florida. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner. The firm operates a scale-oriented, recordkeeper-driven model, serving a large client base mostly comprised of plan participants and sponsors.

Joseph Rossi is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab, Transamerica, Princor Financial Services Corporation, and Principal Life Insurance Co. Nationwide Investment Advisors specializes in providing investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves as an ERISA fiduciary in certain contexts, managing a large number of retail participant accounts within a family of affiliated financial companies.

Gregory Sperber is a financial advisor at Nationwide Investment Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Nationwide Investment Services Corporation, NYLIFE Securities LLC, New York Life Insurance Co, and Thrivent Financial for Lutherans. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm serves an extensive client base with a scale-oriented, recordkeeper-driven model, focusing on ERISA-covered plans and relying on independent experts for portfolio construction.

Laura Leigh Brewster is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and seven years of industry experience. She has previously worked at Raymond James & Associates, Morgan Stanley Private Bank, and Edward Jones. Outside of finance, she has experience working in restaurant events and administration roles. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets as of the end of 2025. The firm serves a large client base through a scale-oriented, recordkeeper-driven model that emphasizes automated enrollment and outsourced portfolio construction.

Brian Koch is a financial advisor with Voya Financial Advisors, Inc. and Koch Cushing Financial Group, holding a Series 66 credential and 14 years of industry experience. He has been with Voya since 2015 and currently owns Koch Cushing Financial Group, which provides financial advising and retirement planning services. Koch also works as an independent insurance agent selling fixed insurance products. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, primarily providing non-discretionary advice rather than discretionary management.

Kimberly Sparks is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Nationwide Investment Services Corp since 2019. Her prior experience includes roles at VOYA Financial Advisors and KDS Financial Corp. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice focused on ERISA 401(k) and public 403(b)/457(b) plans. The firm collaborates with independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Maybell Dy Fister is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 65 and Series 63 licenses. She has 10 years of industry experience and has been associated with Nationwide Securities, LLC and Nationwide Financial Network since 2015. Outside of her advisory role, she is a partner in multiple theatrical ventures, including Dramatic Bard and Dramatic Circle, a Broadway musical investment club. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets under discretionary management and serves a large client base with a scale-oriented, recordkeeper-driven approach focused on retirement plans.

Jeffrey Francis is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2004. Outside of his advisory role, he serves as Board Chair and a member of the Zoning Board of Appeals for the Village of Penn Yan, NY. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and manages a large number of retail participant accounts within a family of affiliated financial companies.

Seth Freeman is a CFP® and ChFC® with 11 years of industry experience, currently serving with Nationwide Investment Advisors, LLC in Columbus, OH. His prior work includes multiple roles at Nationwide Investment Services Corporation and positions outside the financial sector such as sales and driving for ride-share companies. Seth’s experience spans both financial services and various other business activities. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets. The firm employs a scale-oriented, recordkeeper-driven model focused on ERISA-covered plans, utilizing independent financial experts to develop model portfolios and automated enrollment features.

Jakob Sweeney is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Merrill, Bank of America, and AXA Advisors. Outside of his advisory role, he is involved as a landlord with an Airbnb property. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.

Michael Helsel is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 credential and over 21 years of industry experience. His career includes roles at Lance Capital LLC, The Verdi Agency, LLC, and The Verdi Group. Outside of advisory work, he owns and manages several holding companies. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary arrangements and operates both as an SEC-registered investment adviser and broker-dealer.

Kai Chi Yang is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Nationwide Investment Services Corp, The Huntington Investment Company, The Huntington National Bank, and PNC Bank. Outside of his advisory role, he co-owns a rental property management business in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner. The firm focuses on a scalable, recordkeeper-driven model, managing approximately $16.7 billion in ProAccount assets and serving over 250,000 clients with a large team of advisers.

Michael Ross is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 65 credential and 25 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2002. Outside of his advisory work, he serves as a commercial coordinator for the Columbus Blue Jackets NHL team, managing TV and radio commercials during games. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves a large retail participant base with a range of discretionary and non-discretionary services.